Sr. Financial Consultant

Brown & Brown, Inc.; Plano (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Job summary

Brown & Brown, Inc. is seeking a Senior Financial Consultant in Plano, TX. The role focuses on servicing employee benefit clients, analyzing financial data, and guiding renewal proposals with strategic funding recommendations.

You will oversee monthly reports, customize reporting, and support consultants in client meetings. The role requires strong Excel skills, confidentiality, and the ability to work independently, with 3–5 years of related experience.

Qualifications

• Strong analytical and critical thinking with industry experience.
• Ability to work independently and exercise judgment.
• Excellent organization and attention to detail.
• Strong knowledge of vendors relationships and contracts.

Responsibilities

• Oversight of monthly financial reports.
• Develop reporting requirements and customize reports.
• Assist Benefit Consultants in preparing meeting materials and contracts.
• Participate in finalist presentations to represent Brown & Brown's financial strategy.
• Conduct demographic analyses, claims reviews, and other projects for prospective clients.
• Perform miscellaneous duties and projects including client presentations.

Skills

Analytical ability

Independent work

Vendor relationships

Confidentiality

Tools

Microsoft Excel

Microsoft Office Suite

Job description

## Sr. Financial ConsultantApplyremote type: Hybrid Workinglocations: Plano, TX, USAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R26\_0000002400Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Brown & Brown** is seeking a Sr. Financial Consultant to join our growing team in **Plano, TX!**Leads and oversees the servicing of financial consulting needs for employee benefit clients.Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.**How You Will Contribute:*** Oversight of monthly financial reports* Develop reporting requirements and customizations in those reports.* Support Benefit Consultants in preparing requests for meetings including coverages & contracts.* Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy* Performing demographic analysis, claims reviews, and other projects on prospective clients* Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.* Able to perform all Senior Analyst Tasks**Skills & Experience to Be Successful:** * Strong analytical and critical thinking ability from industry experience* Ability to work independently and exercise judgment* Strong knowledge of and relationship with vendors* Microsoft Excel – Strong to expert level skills* Detail oriented with excellent organizational skills* Ability to maintain a high level of confidentiality* 3 to 5 years of related experience* Proficient with Microsoft Office Suite* Strong knowledge of and relationships with vendors**Teammate Benefits & Total Well-Being**We go beyond standard benefits, focusing on the total well-being of our teammates, including:* *Health Benefits*: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance* *Financial Benefits*: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement* *Mental Health & Wellness*: Free Mental Health & Enhanced Advocacy Services* *Beyond Benefits*: Paid Time Off, Holidays, Preferred Partner Discounts and more.*Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.* **Recruiting Vendor Disclosure Statement**Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.**The Power To Be Yourself** As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.### WelcomeWe think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.### About UsFounded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.### Recruiting Vendor Disclosure StatementBrown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.**If you are an existing Brown & Brown teammate, please** **click here** **to apply to a job on our internal career site.**